Comcast Completes Quantum Algorithm Trial with Classiq and AMD
Classiq, Comcast (CMCSA) and AMD (AMD) announced the completion of a trial aimed at improving internet delivery by leveraging quantum algorithms to supercharge network routing resilience. "What our customers want is simple: fast, secure and reliable connectivity, but when you operate a network as large and dynamic as ours, delivering on that promise is complex, especially in the face of growing network demand," said Elad Nafshi, chief network officer, Comcast Connectivity and Platforms. "We launched these trials with Classiq last year with the goal of understanding how quantum software and technology could tackle real network challenges. Our results have shown that quantum computing for network optimization isn't theoretical - it's practical, scalable, and grounded in the needs of our customers."
Trade with 70% Backtested Accuracy
Analyst Views on CMCSA
About CMCSA
About the author

- Sports Viewership Surge: Nielsen's January report indicates an 82% monthly increase in ESPN viewership, primarily driven by the College Football Playoffs, significantly boosting cable sports channels and reinforcing ESPN's leadership in the sports broadcasting market.
- Cable News Growth: Cable news channels saw a 13% rise in viewership from December, with FOX News Channel and CNN experiencing gains of 17% and 29% respectively, highlighting the appeal of an active news cycle and enhancing the competitive positioning of these networks.
- Broadcast Performance Improvement: Broadcast viewership increased by 4.2% in January compared to December, with NFL games dominating the top 15 broadcasts, and ABC's drama series 'High Potential' further enhancing the audience base, showcasing the strong draw of sports and entertainment content.
- Streaming Dominance Continues: Despite the rise in traditional TV viewership, streaming still commands 47% of the market share, with Netflix's 'Stranger Things' contributing 15.4 billion viewing minutes, underscoring the importance and growth potential of streaming platforms in daily entertainment consumption.
- Sirius XM Strong Cash Flow: Despite a decline in subscribers from 34.9 million in 2019 to 33 million, Sirius XM continues to generate ten-figure free cash flow, which it plans to utilize for buybacks and dividends, demonstrating resilience in the market.
- Crocs Revenue Growth Return: After five years of double-digit revenue growth, Crocs is expected to return to growth in 2026, with projected per-share net income of $12.88 to $13.55, indicating its stock trades at 7.1 to 7.5 times forward earnings, reflecting market confidence in its future.
- Comcast Theme Park Growth: While its traditional cable and broadband business faces decline, Comcast's theme park segment achieved 22% revenue growth in the latest quarter, with expectations of 8% growth in both revenue and earnings by 2027, showcasing the effectiveness of its diversification strategy.
- Attractive Market Valuations: Sirius XM and Comcast stocks trade at 6.8 times and 8.6 times forward earnings, respectively, while offering dividend yields of 5.1% and 4.2%, attracting investors seeking value opportunities.
- Strategic Partnership: Comcast is once again partnering with NBCUniversal to provide critical live broadcast infrastructure for the Super Bowl, Milan 2026 Winter Olympics, and 2026 NBA All-Star Game, ensuring seamless coverage on the world's biggest stages.
- Network Connectivity Assurance: Comcast connects NBCUniversal's broadcast hubs and television stations through a dedicated fiber network that offers high-capacity, continuously monitored connections, ensuring uninterrupted broadcasts during key moments and enhancing viewer experience.
- Efficient Live Production: NBCUniversal will deliver over 3,200 hours of coverage during the Winter Olympics, including more than 2,500 hours of streaming, with Comcast's network supporting remote and at-home production capabilities, improving operational efficiency and picture quality.
- Infrastructure Investment: This collaboration reflects Comcast's ongoing investment in infrastructure designed for time-critical, large-scale events, reinforcing its leadership position in the live broadcasting industry.
- Copyright Protection Measures: ByteDance has pledged to enhance copyright safeguards for its newly launched AI video-making tool, Seedance 2.0, in response to copyright theft complaints from Hollywood, indicating the company's commitment to intellectual property rights.
- Strong Industry Backlash: The Motion Picture Association (MPA) expressed severe dissatisfaction with Seedance 2.0, claiming it engaged in unauthorized use of U.S. copyrighted works on a massive scale in just one day, demanding ByteDance to cease infringing activities, highlighting the industry's heightened focus on copyright protection.
- Escalating Legal Actions: Disney has issued a cease-and-desist letter to ByteDance, accusing the company of using its intellectual property without permission in Seedance, signaling an increasing regulatory pressure from the entertainment industry on AI tools.
- Competitor Countermeasures: Paramount Skydance has also sent a similar cease-and-desist letter to ByteDance, demonstrating the determination and actions of traditional entertainment companies to protect their intellectual property amidst the rapid development of AI technology.
- Escalating Legal Threats: Hollywood studios have accused ByteDance's Seedance 2.0 of widespread unauthorized content use, intensifying copyright disputes that could negatively impact ByteDance's reputation and business in the U.S.
- Commitment to IP Protection: ByteDance has pledged to strengthen safeguards for Seedance 2.0 in response to strong opposition from Hollywood groups, demonstrating the company's commitment to intellectual property rights and legal compliance.
- Strong Industry Backlash: The Motion Picture Association (MPA) expressed severe dissatisfaction with ByteDance's actions, claiming massive copyright infringement within a single day, which could lead to legal repercussions and affect creators' rights.
- Shifting Competitive Landscape: While facing legal challenges, ByteDance continues to promote Seedance 2.0 in the market, potentially altering its competitive dynamics with other AI companies, particularly those like OpenAI that have signed licensing agreements.
- Complete Exit: Kiltearn Partners LLP sold 335,500 shares of Sealed Air in Q4, fully exiting its position, which previously accounted for 2.4% of its AUM, indicating a cautious outlook on the company's future prospects.
- Concentrated Investment Strategy: Kiltearn now holds only 28 positions valued at $461.7 million, with its top five holdings representing over 44% of AUM, reflecting a highly concentrated portfolio that may increase investment risk.
- Performance Analysis: Sealed Air's stock performed well over the past year, returning 26.3%, nearly double the S&P 500's 13.2%, despite a 1% drop in Q3 sales after excluding foreign currency effects.
- Future Outlook: Management expects sales to decline by 2% to 3% for the year and will report Q4 results on March 2, prompting investors to watch for signs of a turnaround in sales trends.










